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iShares Russell 1000 Value ETF

1,190 hedge funds and large institutions have $39.7B invested in iShares Russell 1000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 437 increasing their positions, 372 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,190
Holders Change
+43
Holders Change %
+3.75%
% of All Funds
20.95%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.6%
New
121
Increased
437
Reduced
372
Closed
67
Calls
$117M
Puts
$103M
Net Calls
+$14.3M
Net Calls Change
-$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RMC
1126
Resources Management Corp
Connecticut
$40K
MAM
1127
McCarthy Asset Management
California
$40K
PSB
1128
Piscataqua Savings Bank
New Hampshire
$39K +$39K +260 New
SNT
1129
Security National Trust
West Virginia
$38K -$1.98K -13 -5%
Lazard Asset Management
1130
Lazard Asset Management
New York
$38K
BWA
1131
BDO Wealth Advisors
Florida
$37K -$49.3K -321 -57%
BAM
1132
Barrett Asset Management
New York
$37K
JHCP
1133
Jackson Hole Capital Partners
Oklahoma
$37K
SFSIG
1134
San Francisco Sentry Investment Group
California
$36K
GFPC
1135
Global Financial Private Client
Florida
$35.9K
WWM
1136
Wagner Wealth Management
South Carolina
$34K
JWM
1137
Janiczek Wealth Management
Colorado
$31K
MDCM
1138
Morgan Dempsey Capital Management
Wisconsin
$30K -$2.19M -14,470 -99%
YAL
1139
Your Advocates Ltd
Texas
$30K
AWM
1140
Aberdeen Wealth Management
Illinois
$30K
JPLA
1141
Joseph P. Lucia & Associates
New York
$30K
AWM
1142
Accel Wealth Management
Iowa
$30K +$9.08K +59 +43%
IF
1143
Ironwood Financial
Arizona
$29K
SN
1144
Sittner & Nelson
Oregon
$29K
TAM
1145
Tucker Asset Management
Colorado
$28.6K +$28.6K +189 New
CFFP
1146
Center for Financial Planning
Michigan
$27K
AW
1147
Avion Wealth
Texas
$27K
ATC
1148
Adirondack Trust Company
New York
$27K +$15.3K +100 +132%
RCM
1149
Regency Capital Management
Hawaii
$27K +$27K +177 New
DAM
1150
Delta Asset Management
Tennessee
$24K